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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| SEDG | 8-K | neutral | 2/10 | SolarEdge filed an 8-K announcing its 2026 Investor Day webcast on September 10, 2026. Management will discuss strategy, | Sep 10, 2026 |
| IMOS | 6-K | neutral | 4/10 | ChipMOS reported August 2026 revenue of NT$2,785.7 million (US$88.0 million), a 33.3% YoY increase driven by strong AI-r | Sep 10, 2026 |
| IMOS | 6-K | neutral | 2/10 | ChipMOS filed a 6-K announcing its participation in the UBS Taiwan Summit 2026 on September 15-16, where management will | Sep 10, 2026 |
| SMTC | CLUSTER | neutral | 2/10 | Two insiders at Semtech Corp (SMTC) sold a combined $495K in open-market transactions over a 7-day window. The total val | Sep 10, 2026 |
| AMBQ | CLUSTER | neutral | 3/10 | A cluster of insider selling at Ambiq Micro, led by the President/COO and CEO, totaling ~$827K in open-market sales over | Sep 10, 2026 |
| AAOI | CLUSTER | bearish | 5/10 | Two AAOI insiders, including CEO Chang Hung-Lun (Fred) and CFO Stefan J. Murry, sold a combined $3.97M in open-market sa | Sep 9, 2026 |
| VIAV | COURT-RULING | bearish | 4/10 | The Federal Circuit affirmed the district court's finding that Viavi's patent infringement suit against Platinum Optics | Sep 9, 2026 |
| ADI | CLUSTER | neutral | 3/10 | Two top executives at Analog Devices, CEO Vincent Roche and CFO Richard Puccio, sold a combined $4.11M in shares over a | Sep 9, 2026 |
| SITM | 144 | bearish | 5/10 | SiTime Corp (SITM) CEO Rajesh Vashist filed a Form 144 notice of intent to sell 12,000 shares of common stock, with an a | Sep 9, 2026 |
| ASX | 6-K | bullish | 6/10 | ASE Technology reported August 2026 monthly net revenues of NT$82,247 million (US$2,556 million), up 11.5% sequentially | Sep 9, 2026 |
| LAES | PRESS-RELEASE | neutral | 3/10 | SEALSQ provided an update on its Quantum Highway, a physical and digital backbone interconnecting nine hubs across Spain | Sep 9, 2026 |
| ADI | 8-K | bullish | 7/10 | Analog Devices (ADI) announced a definitive agreement to acquire Alif Semiconductor for $1.35 billion in cash, with up t | Sep 9, 2026 |
| TSM | CLUSTER | neutral | 3/10 | 25 TSM insiders, including Chairman/CEO Wei Che-Chia, CFO Huang Jen-Chau, and multiple EVPs/SVPs, made open-market purch | Sep 9, 2026 |
| ICHR | CLUSTER | bearish | 4/10 | Two ICHR insiders, the CFO and COO, sold a combined $454K in open-market sales over a one-week window. The COO's sale of | Sep 8, 2026 |
| SMCI | CLUSTER | bearish | 5/10 | Two SMCI insiders, Director/10% owner Sara Liu and CEO Charles Liang, sold a combined $3.12M in open-market sales on Sep | Sep 8, 2026 |
| LASR | CLUSTER | bearish | 4/10 | Two insiders at nLIGHT, Inc. (LASR) sold a combined $707K in shares over a one-week window. Director William Gossman sol | Sep 8, 2026 |
| NVDA | CLUSTER | neutral | 3/10 | Two NVDA insiders sold a combined $47.30M in open-market sales within a week of a transformative earnings beat-and-raise | Sep 8, 2026 |
| INTC | ANALYST-UPGRADE | bullish | 4/10 | Northland Capital Markets double upgrade: Market Perform → Outperform | Sep 8, 2026 |
| POET | 6-K | neutral | 2/10 | POET Technologies announced it will exhibit at CIOE 2026 and present at IFOC on high-power laser light sources for AI in | Sep 4, 2026 |
| NVDA | CLUSTER | neutral | 3/10 | Two NVDA insiders (Director Stevens and EVP/GC Teter) sold a combined ~$406.5M in open-market shares over the past week, | Sep 4, 2026 |
| SLAB | PRESS-RELEASE | neutral | 3/10 | Silicon Labs opened a new R&D innovation center in Austin, supported by a $23 million grant from the Texas Semiconductor | Sep 4, 2026 |
| MOBX | EFFECT | bearish | 7/10 | Mobix Labs' S-1 registration (File No. 333-298645) became effective on September 3, 2026, enabling the immediate resale | Sep 4, 2026 |
| UMC | 6-K | bullish | 5/10 | UMC reported August 2026 net sales of NT$25.04B, up 30.71% YoY, and YTD sales up 14.66% YoY. The strong monthly revenue | Sep 4, 2026 |
| TSM | CLUSTER | bullish | 4/10 | Two TSM insiders (SVP/GC Fang Shu-Hua and VP Tien Bor-Zen) made open-market purchases totaling $153K in late June 2026, | Sep 4, 2026 |
| LRCX | CLUSTER | neutral | 2/10 | Two Lam Research insiders (Chief Legal Officer and Senior Vice President) sold a combined $7.34M in open-market sales ov | Sep 4, 2026 |
| QRVO | CLUSTER | neutral | 3/10 | CEO Robert A. Bruggeworth sold $2.90M of Qorvo stock in open-market transactions on September 2, 2026, joined by two oth | Sep 4, 2026 |
| IPGP | CLUSTER | mixed | 2/10 | A mixed insider cluster at IPGP shows Director John R. Peeler buying $113K worth of shares while the Valentin Gapontsev | Sep 4, 2026 |
| NVDA | 3 | neutral | 1/10 | Nicholas P. Parker filed a Form 3 initial statement of beneficial ownership with the SEC, disclosing his position as EVP | Sep 3, 2026 |
| INDI | CLUSTER | neutral | 4/10 | A cluster of insider sales at indie Semiconductor: CEO Donald McClymont, CFO Naixi Wu, COO Michael Wittmann, and Directo | Sep 3, 2026 |
| AIP | CLUSTER | bearish | 5/10 | Two Arteris insiders sold a combined 200,000 shares on September 1, 2026, for total proceeds of $4.15M. The CEO's open-m | Sep 3, 2026 |